Tanya Bird, financial advisor Richmond VA

Tanya Bird

CRD Number: 2123268
Current Firm: Acima Private Wealth LLC

Tanya Bird (CRD# 2123268) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Acima Private Wealth LLC Richmond, VA Apr 2016 - Current 7
Wells Fargo Private Bank Richmond, VA Oct 1994 - Apr 2016 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1991
Contact Info for Tanya O. Bird
Phone Number: (804) 422-8450
Firm Website: https://www.acimapw.com
Registered State(s):
  • DE
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    278
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $2,296,070
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, NC, TX, VA

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